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Fidelity Nasdaq Composite Index ETF

124 hedge funds and large institutions have $289M invested in Fidelity Nasdaq Composite Index ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

45% more capital invested

Capital invested by funds: $199M → $289M (+$90.2M)

17% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 35

6.15% more ownership

Funds ownership: 100.11%106.26% (+6.2%)

3% more funds holding

Funds holding: 120124 (+4)

Holders
124
Holders Change
+4
Holders Change %
+3.33%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
41
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$33M +$1M +28,340 +3%
Osaic Holdings
2
Osaic Holdings
Arizona
$31M +$7.14M +201,600 +34%
Bank of America
3
Bank of America
North Carolina
$24.3M -$1.2M -33,910 -5%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$15.3M +$662K +18,700 +5%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$15M -$109K -3,070 -0.8%
LPL Financial
6
LPL Financial
California
$14.1M +$77.5K +2,190 +0.6%
RIA
7
Regal Investment Advisors
Michigan
$7.95M +$7.19M +203,170 New
HCM
8
Hollencrest Capital Management
California
$7.24M -$9.56K -270 -0.1%
Wells Fargo
9
Wells Fargo
California
$6.69M -$1.57M -44,230 -21%
Jane Street
10
Jane Street
New York
$6.68M -$1.23M -34,750 -17%
SVCP
11
Silicon Valley Capital Partners
California
$6.65M -$15.9K -450 -0.3%
Ameriprise
12
Ameriprise
Minnesota
$6.33M -$448K -12,650 -7%
AIIMS
13
Analyst IMS Investment Management Services
Israel
$5.79M +$3.43M +96,940 +190%
BRWM
14
B. Riley Wealth Management
Tennessee
$5.66M -$13.1K -370 -0.3%
PFA
15
Pinnacle Family Advisors
Missouri
$4.52M +$1.66M +47,010 +69%
HighTower Advisors
16
HighTower Advisors
Illinois
$4.51M -$3.59M -101,300 -47%
Morgan Stanley
17
Morgan Stanley
New York
$4.45M +$52.4K +1,480 +1%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$4.38M -$265K -7,480 -6%
Citadel Advisors
19
Citadel Advisors
Florida
$4.21M +$502K +14,190 +15%
UBS Group
20
UBS Group
Switzerland
$4.2M -$378K -10,680 -9%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.94M +$569K +16,080 +19%
FAAS
22
First Allied Advisory Services
California
$3.79M +$3.43M +96,860 New
LWA
23
Lineweaver Wealth Advisors
Ohio
$3.68M +$10.6K +300 +0.3%
CCP
24
Cardan Capital Partners
Colorado
$3.34M +$3.02M +85,450 New
SPC
25
Sigma Planning Corp
Michigan
$3.3M +$227K +6,400 +8%